|
1
|
Creative Planning
Overland Park,
Kansas
|
$9.14M
|
+$31.5K
|
+1,570
|
+0.3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.17M
|
+$526K
|
+26,260
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.24M
|
-$779K
|
-38,873
|
-15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.16M
|
+$894K
|
+44,606
|
+26%
|
|
|
5
|
|
$2.83M
|
-$8.2M
|
-409,376
|
-73%
|
|
|
6
|
Courier Capital
Buffalo,
New York
|
$2.74M
|
+$8.26K
|
+412
|
+0.3%
|
|
|
7
|
Old Port Advisors
Portland,
Maine
|
$2.51M
|
+$2.65M
|
+132,086
|
New
|
|
|
8
|
|
$2.31M
|
+$128K
|
+6,410
|
+6%
|
|
|
9
|
AWM Capital
Phoenix,
Arizona
|
$2.07M
|
+$90.1K
|
+4,494
|
+4%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$1.83M
|
-$5.35K
|
-267
|
-0.3%
|
|
|
11
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.26M
|
-$9.14K
|
-456
|
-0.7%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.1M
|
+$1.17M
|
+58,181
|
New
|
|
|
13
|
Running Point Capital Advisors
El Segundo,
California
|
$1.06M
|
+$7.42K
|
+370
|
+0.7%
|
|
|
14
|
Agilis Partners
Waltham,
Massachusetts
|
$886K
|
–
|
–
|
–
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$882K
|
+$2.69K
|
+134
|
+0.3%
|
|
|
16
|
Maryland Capital Advisors
Chester,
Maryland
|
$877K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$805K
|
-$67.2K
|
-3,353
|
-7%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$787K
|
+$115K
|
+5,735
|
+16%
|
|
|
19
|
Bank of New York Mellon
New York
|
$757K
|
+$328K
|
+16,346
|
+69%
|
|
|
20
|
|
$749K
|
-$2.26K
|
-113
|
-0.3%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$739K
|
+$47.6K
|
+2,373
|
+6%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$725K
|
-$50.7K
|
-2,530
|
-6%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$649K
|
-$6.01K
|
-300
|
-0.9%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$449K
|
-$473K
|
-23,625
|
-50%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$390K
|
-$36.8K
|
-1,836
|
-8%
|
|
